Settings is where you manage your company, your team, your defaults, and your account. On desktop, select your company logo and name at the bottom left, then select Settings.
Available on the Flex, Pro, Scale, and Business plans. Some rows need a higher plan, and most company rows need permission to view Company settings. Works on desktop and in the mobile app.
Open Settings
On desktop:
Select your company logo and name at the bottom left.
Select Settings.
In the mobile app:
Select the button at the top left that shows your company logo, or your business initials if you haven't added a logo.
Select Settings.
What you find at the top
Your company logo and name sit at the top of Settings. With permission to edit Company settings, you can add, replace, or delete the logo there. The same screen also has a Refer & earn gift cards button, and on some plans a Credits remaining card and a Success Coach row.
Settings rows
Account settings: your own login details, appearance, and notifications. Everyone sees it.
Company settings: company details, branding, and custom domains.
Project settings: project statuses and labels. Pro and Scale plans.
Cost codes: your cost code list. Pro and Scale plans.
Follow-up reminders: Pro and Scale plans.
Integrations, QuickBooks sync, and Finance & payments: your connections and payment setup.
Team members and Roles & permissions: who is on your team and what they can do. Custom roles need Pro or Scale.
Subscription: your plan.
Every row except Account settings needs permission to view Company settings.
Presets, Catalogs, and Templates
Templates, Presets, and Catalogs appear in their own group. You need permission for AI settings to see them. Templates is on the Pro, Scale, and Business plans.
Help and account actions
The Help group has Contact support, Terms of service, and Privacy policy. At the bottom are Delete account and Sign out. On iPhone, Enable notifications also appears when push notifications are off.